Rosealea Yao
China Investment Analyst
Rosealea is a senior analyst in the Beijing office and has been with the firm since 2007. She is a specialist on the Chinese property market, and also works on energy, infrastructure and other issues related to the investment side of the economy. Before joining Gavekal, she worked at the Chinese Institute of CPAs in Beijing. Rosealea studied economics at the University of Manchester, where she earned an MSc degree with distinction, and graduated from Renmin University in 1999.
For Rosealea's article archive click here.
Recent Articles
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Gavekal Dragonomics
July 3, 2019
Housing Policy Turns Cautious
Housing policy in China has taken a cautious turn, with policymakers more concerned about potential overheating in prices than worried about a downturn in sales and construction. In this piece, Rosealea explains how this shift is playing out through cuts in housing subsidies and changes to local policies, and evaluates the risks to the market.
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Gavekal Dragonomics
April 25, 2019
The Property Cycle Perks Up
China’s property market data has been surprising on the upside. Thanks to easier credit and looser administrative restrictions, sales volumes picked up in March and prices rose. In this paper, Rosealea examines whether the upturn can last, and assesses what it means for land sales, construction activity, materials prices and the broader economy.
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Gavekal Dragonomics
April 5, 2019
Video: Chinese Property Is Slowing, Not Collapsing
Home sales in China fell by 3.6% in the first two months of 2019. This, however, was better than expected considering that this upcycle is now four years old. Lower mortgage rates and supportive policies by local governments should prop up demand, and Rosealea expects overall housing sales to decline a modest 2% for the year.